Punjab National Bank - Weak Returns, High Costs, High Govt Loans, No LDR Expansion, NIM Down QoQ
PNB is seeing rising operating costs, languishing NIM, stagnant LDR. Its high government loans may be a key burden on returns. Credit cost decline...
771 Views
Shriram Finance - Strong Latent Demand, ROA 3.08% from 2.70%, Stage 2 Loans -14%, +25% Profit 1Q24
Shriram Finance now includes 2 subsidiaries in earnings, and assets. Its ROA is up to 3.08% from 2.70% YoY in 1Q24. Stage 2 loans -14% YoY can mean...
446 Views
ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
662 Views
Indian Banks Screener: Bank of Baroda (BOB IN) Remains Stand Out Value
​Bank of Baroda is the top value pick from our Indian banks screens, while HDFC Bank is the high quality name. Axis Bank is worth watching, but we...
863 Views
ICICI Securities Delisting: A Deja Vu of Troubles
​ICICI Securities faces challenges with its delisting attempt as minority shareholders resist. The outcome remains uncertain, depending on...
3.8k Views